Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Fishbowl Reviews & Ratings
    1,143 Ratings
    Company Website
  • EazyStock Reviews & Ratings
    65 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    198 Ratings
    Company Website
  • JS7 JobScheduler Reviews & Ratings
    1 Rating
    Company Website
  • Eurekos Reviews & Ratings
    103 Ratings
    Company Website
  • Scotch Reviews & Ratings
    2 Ratings
    Company Website
  • Vantage Reviews & Ratings
    15,963 Ratings
    Company Website
  • Cloudbrink Reviews & Ratings
    28 Ratings
    Company Website

What is Wylth?

Wylth is a robust software solution tailored for mutual fund distributors (MFDs) operating in India. This platform boasts a customizable dashboard along with a CRM that includes Excel-like filtering options, facilitating an effortless transaction cart for purchasing, switching, and redeeming mutual funds, in addition to providing an Investor App. It also features Research 360, which offers a suite of tools for mutual fund screening, market evaluations, fund comparisons, and customized investment baskets, while integrating Wylth AI for improved analytical insights. Distributors gain advantages from Client Pulse churn notifications and comprehensive reports on brokerage and net sales, in addition to vital scheduling and client interaction tools. They can easily import holdings from various national distributors, which enables efficient management of client records, transactions, and reporting through a single cohesive platform. In addition to mutual funds, this dynamic platform supports investments in fixed deposits, pre-IPO opportunities, insurance, and loans, thus delivering thorough portfolio analysis and connections with BSE StAR MF, NSE MF, and MFU. Furthermore, Wylth allows for the creation of white-label customer portals and mobile applications, positioning itself as a comprehensive resource for MFDs aiming to elevate their service offerings and strengthen client relationships, while also adapting to the evolving needs of the financial industry.

What is Fintso?

The cutting-edge wealth management technology platform offers vital resources and top-tier capabilities within the sector. This encompasses unmatched guidance, execution, monitoring, and reporting that sets you apart from your rivals. By fully digitizing your operations, you can access tools that enable you to prioritize your clients more efficiently. Amplify the wallet share of your clients by providing them with opportunities to invest in international stocks and ETFs. By capitalizing on the success of well-known global brands, you can also unlock significant potential through a variety of portfolio options. In India, a remarkable 53% of individual wealth is invested in fixed deposits and savings due to a tendency among investors to prefer reliable institutions for safeguarding their assets. To further enhance your wallet share, consider introducing corporate fixed deposits from one of India’s most reputable brands, which addresses the growing interest from clients eager to participate in the stock market. Additionally, you can offer curated baskets of Indian equities that are executed seamlessly, ensuring that your clients receive personalized solutions. It is vital to comprehensively address your clients’ needs, extending beyond simple investment options to cultivate enduring relationships that foster trust and loyalty over time. By doing so, you can create a more robust client base that is engaged and satisfied with your services.

Media

Media

Integrations Supported

WhatsApp
Zoom

Integrations Supported

API Availability

API Availability

Pricing Information

₹10,000/month
Plans start at ₹10,000 per month.
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

A3 Tech (India)

Date Founded

2019

Company Location

India

Company Website

www.wylth.com

Company Facts

Organization Name

Fintso

Company Location

India

Company Website

www.fintso.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

GoDigital Reviews & Ratings

GoDigital

Optimum Financial Solutions
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer
Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software